Screen Guides

This section will give you a detailed walkthrough of Ezekia screens.

API Webhooks
In this article What are API Webhooks? How does it work? Viewing list and managing subscribed API Webhooks in Ezekia Subscribe to a new API Webhook...
Wed, 4 Sep, 2024 at 11:13 AM
API Integration
TABLE OF CONTENTS Introduction Probable workflow for a candidate applying for a job role on a WordPress or similar website 1. Check if the person...
Fri, 21 Mar, 2025 at 2:10 PM
Mandatory Fields Setup
As an administrator, you can choose to make fields mandatory for all records being added as projects, companies or people. In projects, you can have differe...
Thu, 28 Nov, 2024 at 11:10 AM
Target companies functionality
Overview Target companies allow you to add company records to projects. Once added, you can add any people from those companies to the project’s list of c...
Wed, 5 Feb, 2025 at 10:26 AM
Client Portal for Clients
Client portal users can also watch this video which summarises the Ezekia client portal. If you have never used an Ezekia based portal before, you will...
Tue, 22 Apr, 2025 at 2:10 PM
Setting Up Custom Fields
Custom fields allow you to add your own fields to the standard Ezekia fields. You can add as many different custom fields as you want, and they can be added...
Wed, 21 May, 2025 at 8:50 AM
What is Due Diligence for?
Due diligence is an optional feature of Ezekia that allows firms to set up a series of background checks for person records. For example, you might want to...
Tue, 6 May, 2025 at 4:24 PM
Running Custom PowerPoint Reports
Any user can run PowerPoint reports; you might see Demo reports, or your firm might have created their own templates. PowerPoint report templates can be cr...
Thu, 15 May, 2025 at 9:43 AM